Director, Transaction Advisory

About the role

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes.

Responsibilities

• Strategically lead and oversee complex buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients, ensuring alignment with broader investment strategies and value creation goals.
• Drive the development of high-impact Quality of Earnings analyses by synthesizing complex financial and operational data, delivering actionable insights that influence investment decisions.
• Identify and assess critical diligence risks and strategic opportunities, providing executive-level recommendations that inform deal structuring, integration planning, and long-term performance optimization.
• Lead market and industry intelligence initiatives, leveraging competitive benchmarking and trend analysis to contextualize target performance and support strategic positioning in dynamic market environments.
• Serve as a trusted advisor to C-suite executives, private equity partners, investment bankers, and legal counsel, facilitating cross-functional collaboration and ensuring seamless execution across all phases of the deal lifecycle.
• Build and scale high-performing teams, providing visionary leadership, mentorship, and professional development to staff at all levels, while fostering a culture of excellence, accountability, and continuous improvement.

Requirements

• Bachelor's Degree in Accounting, Finance, or a related field.
• Nine (9) plus years of relevant work experience with a minimum of five (5) years working in transaction advisory services performing financial due diligence at a large public accounting or consulting firm.
• Extensive analytical and project management skills, including the ability to meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Ability to develop relationships with both team members and external clients.
• Proficiency with Microsoft Office, primarily Excel and PowerPoint.

Preferred Qualifications

• Current and valid CPA (Certified Public Accountant) license.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.